Tag: direct indexing

Harvest and fincite have published the fourth edition of the WealthTech Radar 2026, a co-authored industry report developed alongside 12 domain experts from firms...

WealthTech firm Zoe, a digital end-to-end platform reshaping how registered investment advisors (RIAs) and clients connect, has secured $29.6m in Series B funding to accelerate its platform expansion and team growth.

In a defining moment for retail investors, Frec, a financial technology company, has emerged from stealth, boasting a robust set of automated, self-service investment products.